Morgan Stanley Private Wealth Management


The McGowan and Moore Group

Contact Us
The McGowan and Moore Group

Our team provides business leaders, their families, and charitable entities comprehensive wealth and investment management services across their entire balance sheet.

Welcome

Our Clients

We work primarily with Chief Executives of public and private companies, their families and charitable entities, and a select group of nonprofit organizations.  The vast majority of our clients have created their own wealth by either founding the enterprises they lead or rising through the ranks.  Our clients have exceptional demands on their time and high expectations of their advisors.  They look to us for an experienced perspective, access to world-class resources, and meticulous execution.

Our History and Approach

Our team has three decades of combined experience helping clients focus on the issues that impact their legacy the most.  We spend time learning and understanding your investment, trust, tax, and estate objectives and special circumstances to develop a customized investment portfolio that is unique to each client and entity.  We combine the vast resources of a global financial institution with the individualized attention of a boutique investment management firm to address the planning, governance, liability management and investing needs of ultra-high-net-worth families and enterprises.  We are committed to working with our clients’ related advisors, including estate and wealth transfer agents, accountants, investment bankers, and other financial sponsors.  

Our Mission

We are committed to helping wealthy families across generations and institutions create definable goals from complex financial situations.  Our goal is to preserve and grow our clients’ financial, family, and social capital so that it can have the greatest positive impact today and for generations to come.

Capabilities

  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Pre-Liquidity Planning
  • Risk Management
  • Hedging Strategies
  • 10b5-(1) Programs
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Sustainable & Responsible Investing


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

8708849-PWM Advisor Site Proccess Chart r1.jpg

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Community

5/22/2018 Tim Moore presents at the ACG's 16th Corporate Growth Awards Gala. Click here for the press release!

8265_299.jpgACG National Capital, the voice of the middle market, honored the DC metro region’s biggest deals, top dealmakers and fastest growing companies on May 22, 2018 at their 16th Corporate Growth Awards Gala. During this prestigious, annual event, ACG National Capital, the preeminent association for corporate professionals involved in middle-market growth, corporate development and M&A, recognized the deal teams and companies that drove regional corporate growth and deal activity this past year. Tim Moore, current ACG President, provided the opening remarks to kick off the awards ceremony.




7/18/2017 Family Reach's Q&A with Just TRYAN IT's Chairman, Tim Moore. Click here for the full interview!



Family Reach is the proud distribution arm of JUST TRYAN IT, a distinguished nonprofit that raises awareness and funds for families battling cancer through children’s triathlons. Family Reach sat down with JUST TRYAN IT Chairman Tim Moore on July 18, 2017 for a Q&A on their partnership and how they are working together to help more families remain in their homes, put food on the table and safely travel to treatment.






11/17/2017 Appian Founder & CEO , Matt Calkins, Interview by ACG President Tim Moore


 

Appian, which launched one of the most successful initial public offerings this year, is not your typical Silicon Valley technology startup- despite the company's CEO and founder, Matt Calkins, hailing from California. At the most recent ACG National Capital meeting, Tim Moore interviewed Calkins as to why he chose Northern Virginia for its headquarters and how the company has transformed since its days as a startup. Find out more here!



Location

Location

  • 1775 I Street NW, Suite 200
  • Washington, DC 20006


    Video

    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

    Dow    -134.79

    25064.5
    4:53PM

    Nasdaq    -29.14

    7825.3
    5:15PM

    S&P 500    -11.13

    2804.49
    4:53PM
    Market Information Delayed 20 Minutes

    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1594390 10/16

    Awards Disclosures